Private Wealth Senior Tax Associate

Position: Private Wealth Senior Tax Associate

Company Overview: Northwest Talent Solutions LLC is a leading recruitment firm working with an outstanding US-based financial client. The Northwest Talent Solutions team is a group of experienced professionals dedicated to delivering top talent to our list of esteemed clients.

Job Summary: We are seeking a highly motivated Private Wealth Senior Tax Associate to join our client's team. The ideal candidate will have an undergraduate in accounting, actively pursuing CPA, MST or JD/LLM and 2+ years' experience in tax return review and planning for wealthy individuals, family members and their trusts, investment entities, and private businesses.

Responsibilities:

Assist in providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities:

Perform complex individual, partnership, S-Corp, trust, estate, gift and state tax returns.

Work on multiple engagements that deliver proactive tax planning and strategic consulting including federal estate, gift, charitable planning and generation skipping tax.

Build on technical competence by keeping up to date on trends, developments and technical authorities and apply them to complex situations.

Learn and grow from direct and on the job coaching and mentoring along with participating in firm wide learning and development programs.

Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients.

Support the growth and development of team members through company provided tools.

Enjoy friendships, social activities and team outings that encourage a work-life balance.

Qualifications:

An undergraduate degree in Accounting or related field required.

Actively pursuing a CPA, MST or JD/LLM preferred

Two (2) + year(s) experience in tax return review and planning for wealthy individuals, family members and their trusts, investment entities, and private businesses.

An interest to assist affluent families and individuals enhance and preserve their wealth.

Eligibility to work in the U.S., without sponsorship, highly preferred.

If you are a highly motivated and skilled Private Wealth Senior Tax Associate looking for a new challenge, we would love to hear from you. Apply now to join our dynamic team and take your career to the next level.

Scale Beyond the Talent Bar.